Carole joined CATS in 2018 and has over 40 years’ experience working in the IFA sector, where she has gained a wealth of experience including administration, paraplanning, advising clients, operations and business management and holding the compliance officer function for 10 years.
Carole is diploma qualified and joined CATS in 2018. With over 40 years’ experience working in the IFA sector, she has gained a wealth of experience including administration, paraplanning, advising clients, operations and business management and holding the compliance officer function for 10 years.